Helping Clients Make An Impact

Working with Your Clients to Make Change for the Greater Good

Over more than 60 years, our generous donors and our focused, long-term approach have grown a billion-dollar endowment. We value our partnerships with professional advisors in the legal, accounting, insurance, wealth management and planned giving communities and are committed to working with you to continue to grow the resources that support immediate needs in the community, as well as the complex strategies and solutions that build a better Bay Area.

We aim to simplify giving by offering donors a single path to a diverse portfolio of organizations committed to solving the Bay Area’s most pressing problems. Public education, jobs, housing, healthcare reform, and creating strong neighborhoods—we tackle the big issues, and we don’t take them on alone. We work hand in hand with nonprofits, government, business, our partners in philanthropy, our donors and their advisors to invest in lasting change.

Insight

The San Francisco Foundation is deeply engaged throughout the Bay Area, as a grantmaker, a civic advisor, and as a community partner. Our program staff is made up of specialists in areas of particular interest to our donor partners, and is uniquely able to share their insight with you and your clients.

Strategy

Our philanthropic services group can assist in the development of plans for meeting your clients’ financial and philanthropic goals, as well as strategies related to the donation of tax-deferred and complex assets.

Management

We offer a broad spectrum of vehicles for philanthropic engagement and charitable giving. We manage the transfer process for complex assets such as real estate and appreciated securities. We can also act as a trustee under certain conditions. Learn more about ways to give with The San Francisco Foundation.